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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,972 | $69,248-32.2% | $64,101-26.7% | $139,466-66.3% |
| Participation rate | 68.8% | 75.6%-6.8pp | 72.3%-3.6pp | 80.3%-11.6pp |
| Annual return | 14.44% | 45.95%-31.5pp | 33.72%-19.3pp | 373.66%-359.2pp |
| Employer contribution / active EE | $2,195 | $3,185-31.1% | $2,749-20.1% | $4,754-53.8% |
| Participant deferral / active EE | $1,383 | $4,682-70.5% | $3,881-64.4% | $6,712-79.4% |
| Admin fee / account holder | $1,090 | $4,247-74.3% | $3,070-64.5% | $11,409-90.4% |